What The AI Inflection Index Caught Early and What It’s Flagging Next

Our coverage flagged AI power demand and custom chips well before these trends emerged as consensus developments—and reveals signals on agentic commerce, biotech and inference costs.

A spike in discussion about AI power demand in late 2024, well before it started to dominate the national discussion. An early alert to rising interest in custom chips for AI inference. A non-consensus perspective on agentic commerce.

These are just some of the insights that emerged from The Information’s AI Inflection Index, a new data product for Pro subscribers that we launched last week. (I discussed the index on TITV Friday, in case you missed it.)